Ideas

Customer (EMM01) mentioned that they were looking for a way to see current commitments in accounting enquiries, as per a previous option within V6. This no longer seems to be available to them in V7.

When checking a payment run, we need to cross check date, invoice no, net, gross and supplier bank details against the invoice. The draft payment list currently only has date, invoice number and gross columns so we need multiple screens open to ch...

Currently when a student is moved to a new detention an email notification is not then sent to them for the second or even third time. It is only sent when the first detention is added to iSAMS. Students who don't turn up to a detentions need an e...

If the Document emailer was accessible to Purchase Order raisers they could then send their emails to their suppliers instead of creating a PDF then emailing it from their Outlook (as an example) accounts or asking Finance who have the Accounting ...

Could there be an better way to remove commitments? e.g. If I receive an invoice which values does not match the PO but for full quantity, this leaves the value as a commitment but there's no way to remove these without contacting support

When adding a detention, could an option to automatically add a conduct point in reward and conduct module be put in place? This would cut down time taken during lesson and registration as currently this is having to be added in 2 different places.

When putting a pupil in detention, the detention "Type" gets its own column. When on "View Detentions" or "Manage Detentions" in Discipline Manager, the "Type" gets lumped in with the detention name (along with the room for the detention). I feel ...

Adding back in the favourites bar would allow access to commonly used functions within PS Financials which works really well in version 6, saving a lot of time and allowing the system to be altered by user for their own preference

In version 6, there is no limit on rows when running account enquiry.This aids reports that are needed during year end to supply to auditors and when reviewing our main purchase ledger. It would reduce time taken to run reports and changing period...

Highlight documents with mismatched dates and periods in a sub-section or 2nd page, so users can quickly identify discrepancies causing differences between the creditors report and the trial balance.